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Home
Services
Consulting
Solutions
Automation
Support
Tools
Legal
Operations
Marketing
IT Support
Training
Dashboard
Course Catalog
Custom Training
Resources
Articles
Case Studies
Whitepapers
FAQs
About
Leadership
Contact Us
Legal Technology Requirements Triage Form
Organization Information
Capability Required
Organization Name
Organization Size
Select an option
Solo
2-10 employees
11-50 employees
51-200 employees
201-500 employees
500+ employees
Practice Areas/Industry Focus
Corporate
Litigation
Intellectual Property
Real Estate
Family Law
Criminal
Tax
Immigration
Other
Geographic Scope
Select an option
Local
Regional
National
International
Current Technology Assessment
Current Practice Management System
Document Management System
Case Management System
Primary Pain Points
Inefficient workflows
Document management
Client communication
Time tracking & billing
Legal research access
Remote work capabilities
Compliance management
Other
Technology Budget Range (Annual)
Select an option
Under $5,000
$5,000 - $25,000
$25,000 - $100,000
$100,000 - $500,000
Over $500,000
Operational Requirements
Number of Users
Primary Deployment Preference
Cloud-based
On-premise
Hybrid
Mobile Access Requirements
Not important
Critical
Integration Requirements
Microsoft Outlook
Office 365
Google Workspace
QuickBooks
E-Discovery platforms
DocuSign
CRM software
Other
Workflow Priorities
Rank each workflow priority from 1 (lowest) to 5 (highest)
Document Automation
1
2
3
4
5
Time & Billing
1
2
3
4
5
Client Communication
1
2
3
4
5
Legal Research
1
2
3
4
5
Case/Matter Management
1
2
3
4
5
Contract Management
1
2
3
4
5
E-Discovery
1
2
3
4
5
Court Filing
1
2
3
4
5
Compliance & Security
Regulatory Frameworks
HIPAA
GDPR
CCPA/CPRA
SOX
FINRA
Other
Security Requirements
End-to-end encryption
Multi-factor authentication
Single sign-on
Audit trails
Role-based access control
Other
Do you have data sovereignty requirements?
Yes
No
Please specify your data sovereignty requirements:
Implementation Timeline
Expected Implementation Timeframe
Select an option
0-3 months
3-6 months
6-12 months
12+ months
Internal IT Resources Available
Limited
Extensive
Training Requirements
On-site training
Remote training sessions
Self-service resources
Train-the-trainer
Additional Information
Special Requirements or Additional Context
Your Name
Key Decision Maker
Other Key Stakeholders
Contact Email
Contact Phone
Submit Request
